Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFVLX (Applied Finance Select Fund Investor Class Shares) | 11.99% | 25.69% | 15.87% | 9.28% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFVLX (Applied Finance Select Fund Investor Class Shares) | 02/02/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.83 | 25.69 | 15.87 | 9.28 | NA | NA | NA | … | … | 11.99 | 13.13 | 6.74 | 19.43 | -10.87 | 27.73 | 15.34 | 31.89 | -8.89 | 21.17 |
| Sharpe Ratio | NA | 1.74 | 0.85 | 0.41 | NA | NA | NA | … | … | 1.77 | 0.58 | 0.24 | 1.23 | -0.58 | 1.99 | 0.41 | 2.31 | -0.62 | 1.00 |
| Standard Deviation(%) | NA | 12.33 | 14.60 | 15.99 | NA | NA | NA | … | … | 13.56 | 17.87 | 12.96 | 12.93 | 21.32 | 13.93 | 37.06 | 13.19 | 16.76 | 22.95 |
| Draw Down(%) | NA | 8.42 | 17.99 | 20.12 | NA | NA | NA | … | … | 8.42 | 17.47 | 7.92 | 11.01 | 20.12 | 5.03 | 36.29 | 7.29 | 20.87 | 15.30 |
| Yield(%) | 0.00 | 4.05 | 3.42 | 2.63 | 3.12 | 2.08 | 1.56 | … | … | 0.00 | 4.09 | 3.64 | 1.40 | 0.90 | 2.66 | 1.23 | 0.89 | 1.22 | 2.38 |
Data as of 06/04/2026, Common starting date is 02/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFVLX (Applied Finance Select Fund Investor Class Shares) |
2.81%
Mar 2017 – Mar 2020 |
7.57%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFVLX (Applied Finance Select Fund Investor Class Shares) |
24.78%
Dec 2018 – Dec 2021 |
16.79%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart